The Sell My Business Podcast
The Case For Taking Your Company Public With Successful Entrepreneur Jon Stoddard

The Case For Taking Your Company Public With Successful Entrepreneur Jon Stoddard

July 20, 2021

"Be a giver. Not a taker." - Jon Stoddard

Jon Stoddard is a partner at Investor Acquisition Partners. For over two decades, Jon has perfected the process of raising capital from investors.

Today Jon helps businesses go public in the OTC market and has raised over $122 million.

 

Interested to learn how to get the best deal when you sell your business? Attend my Deep Wealth Experience.

Over 90-days, you'll master my 9-step roadmap. You're part of a mastermind group and receive private coaching. 

At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."

Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe.

SHOW NOTES

  • Jon talks about his liquidity event
  • How Jon helps startups raise capital and go public
  • The advantages of the OTC market for going public
  • How Reg A crowdfunding is an option for business owners and what it means for you
  • What characteristics you and your business need to go public
  • The power of social media for helping you go public
  • How the heroes journey is a powerful storytelling tool for your business
  • Why preparation, or lack of it, will make or break your deal
  • How a background check on your management and employees can save your deal
  • The importance of company culture
  • What you can expect for the costs of going public as an OTC versus the traditional route
  • Why shares can be more valuable than cash for running your business
  • The importance of having fun in life and business
  • Why you must drop the ego to be successful
  • How being a giver instead of a taker welcomes success

This podcast is brought to you by Deep Wealth. 

When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself. 

Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.  

Click here to book your free exploratory call.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE

Jon Stoddard on LinkedIn

Jon's book Pitch Deck Secrets

Jon's company Investor Acquisition Advisors

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.

How Your Deal Benefits From A Strong Letter Of Intent

How Your Deal Benefits From A Strong Letter Of Intent

July 13, 2021

"Speed always favors the seller" - Jeffrey Feldberg

Jeffrey Feldberg is the co-founder of Deep Wealth. The M&A journey for Jeffrey began when he said "no" to a 7-figure and "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey said "yes" to a 9-figure offer. During the process, Jeffrey increased his company value by 10X.

How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event?

Jeffrey created the 9-step roadmap of preparation for a liquidity event. 

The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

SHOW NOTES

  • The Temptation You Must Avoid With The Non-Binding Terms In Your Letter Of Intent
  • Why a specific purchase price is better than a range
  • The importance of the structure and payment method
  • Three deal terms that most business owners ignore to their detriment
  • Why You Must Walkaway If You Buyer Insists On Walkaway Fees
  • Why a buyer wants a walkaway fee
  • Why you must walkaway from a walkaway fee at all cost
  • How To Deal With The Exclusivity Period Following The Signing Of A Letter Of Intent
  • What you can expect from your buyer for the exclusivity period
  • How you can leverage your power before signing the letter of intent
  • Why you lose your leverage once you sign the letter of intent and what you can do about it
  • Why You Must Do Diligence On The Time Required For The Due Diligence Period
  • Why you can shorten the due diligence time period
  • How your preparation allows you to win the day
  • Why preparation is key
  • The 3 Must Have Deal Terms In Your Letter Of Intent
  • Why knowing your deal points and no-fly zones help you win the day and your deal

This podcast is brought to you by Deep Wealth. 

When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself. 

Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value 10X. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.  

Click here to book your free exploratory call.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE

Jeffrey Feldberg on LinkedIn

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we and how do we know? We're the 9-figure exit guys. First, we said "no" to a 7-figure offer. Then, two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.

Former Business Operator Now Successful Investment Banker Mark Herbick Reveals How To Maximize Your Enterprise Value

Former Business Operator Now Successful Investment Banker Mark Herbick Reveals How To Maximize Your Enterprise Value

July 6, 2021

"Get that quarterback who can run the game for you and don't try to do it yourself." - Mark Herbick

Mark Herbick is the founder and CEO of Pursant LLC. Pursant is an investment banking, financial, and management consulting firm that supports and executes middle-market M&A-related initiatives and helps business owners grow enterprise value.

Prior to founding Pursant, Mark was a serial entrepreneur and a buyer-seller of businesses having bought, sold, and operated over a dozen companies of his own and advise on countless strategic transactions in numerous sectors. 

His businesses employed as few as a dozen people and as many as 1,400 people.

Mark grew his companies through acquisitions, strategic divestitures of divisions, and managed organic growth.  

During this time as an operator, Mark found that to grow enterprise value, it was necessary to become proficient at optimizing company performance and executing strategic transactions. He honed his skills in these areas and in 2010 founded Pursant LLC.  

 

The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

 

SHOW NOTES

  • Why business owners need to take the emotion out of a liquidity event
  • How a buyer views a liquidity event
  • Why a liquidity event is like an emotional roller coaster ride and what you can do to protect yourself
  • What happens if you're not prepared for the emotions of a liquidity event
  • What you can expect from your liquidity event
  • Why the skills that built your business aren't the same to sell it
  • The dangers of overestimating the enterprise value of your business and what you can do about it
  • How most business owners give away their enterprise value and what you need to know to avoid this
  • The difference between investment bankers that are industry specialists and generalists
  • Why you should look for an investment banker who is a generalist
  • Two things every business owner can do before starting a liquidity event
  • How preparation makes for a better deal and a higher enterprise value
  • The power of an auction during a liquidity event
  • Deal fatigue is real and what you can do about it
  • The effect of the pandemic on liquidity events

This podcast is brought to you by Deep Wealth. 

When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself. 

Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.  

 

Click here to book your free exploratory call.

 

Enjoy the interview!

 

SELECTED LINKS FOR THIS EPISODE

The Pursant website

Mark Herbick on LinkedIn

Mark's email address mherbick[at]Pursant[dot]com

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

 

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

 

Click here to book your free exploratory call.

Mitchell Chi, A Revenue Expert With 7 Successful Exits, Reveals How To Succeed In Business And In Life

Mitchell Chi, A Revenue Expert With 7 Successful Exits, Reveals How To Succeed In Business And In Life

June 29, 2021

"Life is a journey. Don't be a hitchhiker." - Mitchell Chi

Mitchell Chi is a strategist with tactical results. As a revenue expert with consistent success in driving top-line growth, Mitchell focuses on helping businesses acquire a new account and increase market share. 

Mitchell has sold important launch solutions for every firm he's worked for including Apple, Oracle, and Microsoft. 

'Using his proven sales approach and repeatable execution model Mitchell drives new revenues, acquires new logos, and evalangizes outcomes-based results with stakeholders, CEOs, and CFOs.

As an exceptional sales professional Mitchell was a top-five sales manager at Oracle Corporation and a top-two account executive at Infor Global Solutions.  

Mitchell was a former CFO at a global fashion manufacturer, a CPA for a Big Four firm, and a former trader at Goldman Sachs

 

The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

SHOW NOTES

  • Why grit and tenacity are the keys to success
  • The common trait that creates the titans of business
  • Why you must plan for the unknown and what this one action will do for you
  • How everyone sells something whether you realize it or not
  • Why people buy from people and not companies
  • Why failure is a big part of creating your success
  • The five growing pains every successful company goes through
  • How the pandemic has forever changed how we buy things
  • Why Mitchell create Sage Professional Services and runs it like a Mission Impossible team
  • Why life is a journey and you can't be a hitchhiker
  • How successful founders release control so their companies can succeed and grow
  • Why business owners must let their teams fail so that the company can succeed
  • The importance of alignment through the entire company
  • How to embrace employees through transparency
  • Why you should not shop on price
  • How the 30-second rule tells you if you love your life and job

This podcast is brought to you by Deep Wealth. 

When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself. 

Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

  

Click here to book your free exploratory call.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE

Sage Professional Services website

Mitchell Chi on LinkedIn

Mitchell's email address mitchell[dot]chi[at]sageprosrvs[dot]com

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.

Dan Lubeck, Successful Private Equity Founder of Solis Capital, Reveals Proven Strategies To Grow Your Business And Increase Enterprise Value

Dan Lubeck, Successful Private Equity Founder of Solis Capital, Reveals Proven Strategies To Grow Your Business And Increase Enterprise Value

June 22, 2021

"We bet on leaders and leadership teams to drive success" - Dan Lubeck

Daniel Lubeck is the founder and managing director of Solis Capital with expertise in strategy operations, transaction structuring, finance, and governance.

Daniel guides, the Solis team in setting the vision and investment strategy while actively sourcing, structuring, and supporting Solis investments. Daniel has been a lower middle-market private equity investor for over 20 years. Prior to founding Solis in 2002, Daniel co-founded a leveraged buyout firm, Unique Investment Corporation.

Prior to private equity, Daniel was a transactional corporate and real estate lawyer. He co-founded a Southern California-based business law firm, McIntyre, Lubeck, Borgess & Burns after working at the national law firms, Paul Hastings, Janofsky & Walker and Manatt, Phelps & Phillips. 

Daniel earned a law degree from the University of Southern California and a Bachelor of Arts degree in Economics from the University of California, San Diego.

He is the former chairman of the Southern California chapter of Young Presidents' Organization and currently serves on the board of Team Kids, a non-profit organization focused on youth community service.  

The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

 

SHOW NOTES

  • Why Dan left his law practice and created Solis Capital
  • Why Solis Capital bets on leaders and leadership teams instead of businesses
  • The importance of a business running without its owner to maximize enterprise capital
  • How a potential buyer views a business that doesn't run without its owner
  • Why Solis Capital is different than a traditional PE firm
  • The importance of a business owner performing diligence on a future buyer
  • How accurate information is essential for a successful liquidity event
  • Why add-backs can make or break a liquidity event
  • What a buyer looks for when performing due diligence on a business
  • How a leader's view on the world impact the business
  • Solis Capital's "secret sauce" for investing in companies
  • Why business owners need to know their limitations
  • The importance of adopting a buyer's point of view for your liquidity event
  • Why most businesses struggle with the original employees as they grow and prosper
  • The six questions Solis Capital asks when determining the value of a company
  • How COVID-19 has affected the world of mergers and acquisitions
  • How Solis Capital views EBITDA-C
  • The merits of under-promising and over-delivering your financial results for your liquidity event
  • How transparency is the bridge that builds trust with your future buyer
  • The power of combining strategic and tactical thinking in life and business

 

This podcast is brought to you by Deep Wealth. 

When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself. 

Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.  

Click here to book your free exploratory call.

Enjoy the interview!

 

SELECTED LINKS FOR THIS EPISODE

The Solis Capital Website

Dan Lubeck on LinkedIn

Dan's email address Dan[at]SolisCapital[dot]com

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

 

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.

 

Why You Should Run Your Business Like A Cockroach Startup According To Successful Entrepreneur and Investor Michael de la Maza

Why You Should Run Your Business Like A Cockroach Startup According To Successful Entrepreneur and Investor Michael de la Maza

June 15, 2021

"Forget go big or go home. Instead, go big or be successful." - Michael de la Maza

Michael de la Maza is an agile coach by day and an angel investor by night. He has invested in 30 startups directly and another 50 through syndicates and funds. Michael invested in unicorns, Boom, Rappi, and Relativity Space at the seed stage. He is in the process of launching an angel group in Boston.

In the angel community, Michael is famous for beating former YC President Sam Altman for $100K in a five-year bet on startup valuations, making him an authority on startup valuations from zero stage to exit. 

Michael holds a Ph.D. in artificial intelligence from MIT.

The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

SHOW NOTES

  • The valuable lesson Michael learned in the dot com crash that still applies today
  • Why Michael prefers to invest in cockroach startups
  • The power of running your company like a cockroach startup
  • Why the characteristics of founders is everything in the success of a business
  • The characteristics of founders who operate cockroach startups
  • How nonconformity plays a large role in creating a market disruption
  • Why emotional resilience is often the difference between success and failure
  • The choice between a business being easy and growth
  • How the industrial age is ending and the digital age is starting and what this means for you
  • Why you should operate your business using the three horizons strategy
  • How autonomy and decision-making with your staff keeps your business quick and agile
  • Why improvement activities must be evidenced-based
  • The power of changing your outlook from "go big or go home" to "go big or be successful."
  • How the work landscape has forever changed as a result of the COVID-19 pandemic
  • How autonomy and independence requires employees with responsibility
  • Why as a business owner you must exemplify the behavior you want in your culture
  • How Michael is a coach for business owners to ensure success in their personal and business life
  • The one question every business owner must ask to welcome personal growth
  • Why the people you associate with can help you succeed or fail

This podcast is brought to you by Deep Wealth. 

When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself. 

Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.  

Click here to book your free exploratory call.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE

Michael de la Maza on LinkedIn

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.

5 Reasons Why You’ll Be More Successful When Your Business Runs Without You

5 Reasons Why You’ll Be More Successful When Your Business Runs Without You

June 8, 2021

"Lasting business success is finding and solving new painful problems " - Jeffrey Feldberg

 

Jeffrey Feldberg is the co-founder of Deep Wealth. The M&A journey for Jeffrey began when he said "no" to a 7-figure and "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey said "yes" to a 9-figure offer. During the process, Jeffrey increased his company value by 10X.

How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event?

Jeffrey created a 9-step roadmap on how to prepare for a liquidity event. 

The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

 

SHOW NOTES

  • Have Your Business Run Without So You Can Find And Solve New Painful Problems
  • The power of having your management team runs the day to day
  • Why you must  work on the business and not in the business
  • Focus on solving new painful problems that create a market disruption
  • Why You'll Increase Enterprise Value When You Take The Time To Listen To Key Stakeholders
  • The one question to ask customers
  • Why you get your time and life back
  • The power of listening to your employees
  • Have Your Business Run Without You To Ensure You're Not The Smartest Person In The Room
  • Why your management team must be smarter than you
  • The case for ruthlessly focusing on removing B and C players
  • The power of your company vision
  • Why You Must Enrich Your Company Culture If You Want To Dominate And Win
  • Accountability from top to bottom
  • Identify and drive key metrics
  • What happens to enterprise value when the culture is built around the business and not you
  • Why You Must Think Like A Buyer To Drive EBITDA And Enterprise Value
  • The power of creating a blue ocean
  • Why you need proven results from your management team for your future buyer
  • Why you must find and remove skeletons and put out your Rembrandts for public display

This podcast is brought to you by Deep Wealth. 

When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself. 

Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value 10X. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event. 

 

Click here to book your free exploratory call.

 

Enjoy the interview!

 

SELECTED LINKS FOR THIS EPISODE

Jeffrey Feldberg on LinkedIn

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

 

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

 

Click here to book your free exploratory call.

 

Branding Expert Ann Fryer On How To Maximize Yoru Potential Both In Business And Your Liquidity Event

Branding Expert Ann Fryer On How To Maximize Yoru Potential Both In Business And Your Liquidity Event

June 1, 2021

"Always trust yourself and the value you bring to people." - Ann Fryer

Ann Fryer is on a mission to inspire you to live purposefully and invest in your future. With a people-first leadership style, Ann has always believed that the most important brand you build is yourself.

Ann guides individuals and teams to uncover their inherent purpose by nurturing and honing strengths, talents, and ambitions. By empowering others, she has created a community of professionals who are maximizing their potential.

Voted as the kindest girl in her elementary school, she has always understood that compassion and connection are the bonds that unite. Making us healthier and happier in the process. For the past 20 years, Ann has been applying her storytelling and organizational excellence in a career building luxury and lifestyle brands.

Her natural ability for creating memorable partnerships and experiences that capture the imagination and spark conversation afforded her the opportunity to work with iconic brands from Johnnie Walker and Absolute Vodka to JW Marriott and W Hotels. Ann was that the forefront of the content-driven experiential movement, and today is recognized as a thought leader in the purpose-driven landscape.

Ann is currently the Senior Vice President, Partnerships, Promotions, and Events at CBS.

Anne was born in South Africa and raised in Europe and the United States and splits her time between New York City and the idyllic New England town of New Canaan, Connecticut. She finds solace and respite in nature, conscious home design, and global exploration. Ann is a graduate of Hamilton College.  

The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

 

SHOW NOTES

  • How understanding your North Star has people see you in a different light
  • Why simplicity is important for branding
  • The power of understanding your North Star as a business in regards to what's your purpose
  • Why branding starts with you and your core values
  • Start branding with your story
  • People buy products and services because of the story being told
  • Ask yourself how you're different than your competition
  • Ann shares the example of how everyone at NASA, including the janitor, knew the mission to put a man on the moon
  • Why people buy on emotion first and justify it with logic later
  • The power of credibility, consistency, and simplicity
  • Why you lose credibility as a brand when you're story is not consistent with your business
  • How culture plays an essential role in branding and what you can do to build a culture
  • How to build culture when people are working remotely
  • Why a liquidity event is like a marketing campaign
  • The power of having your audience excited about your story and brand
  • Why people want to understand the social impact initiative of companies
  • The power of planning with 30-day, 60-day, and 90-day plans
  • Why branding needs to include everyone in the company and not only marketing people
  • How an open forum for everyone in the company to provide feedback helps both the brand and culture
  • Why you must communicate with everyone in the company to ensure brand consistency
  • The power of goals for both the business and branding
  • Why business owners must welcome an open-door policy
  • Why you must trust yourself and the value you bring to those around you

 

This podcast is brought to you by Deep Wealth. 

When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself. 

Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.  

Click here to book your free exploratory call.

Enjoy the interview!

 

SELECTED LINKS FOR THIS EPISODE

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.

 

Top 100 Global Family Business Consultant and NextGen Nike Anani Reveals How To Run A Successful Family Office

Top 100 Global Family Business Consultant and NextGen Nike Anani Reveals How To Run A Successful Family Office

May 25, 2021

‍"Don't allow external stories to become your internal story." - Nike Anani

Nike Anani is an entrepreneur and a consultant. She was rated as a top 100 Family Business Consultant globally. She helps her clients bridge the gap between the senior and younger generations.  

As a result, they communicate, collaborate, and collectively gain clarity to increase profit and productivity in their family businesses. With over a decade of family business expertise in Nigeria, Nike helps owners lead their family organizations to long-term impact and legacy.

Her inside experience as a second-generation family business owner, birthed the passion to help other families in building legacy enterprises that would outlive them. 

Nike is an accountant and a top-rated family business expert, with a family business and wealth advisor qualification from the Family Firm Institute.

She is a co-founder of African Family Firms, a pan-African association of family businesses, and the host of The Connected Generation podcast. 

Nike's clients chose to engage her, not only because of her extensive professional training but also because of her practical experience as both a business founder and a NextGen. This allows her to uniquely empathize with both generations and act as a connector.

Nike is a champion for diversity and celebrates the uniqueness in every individual, family, and business. 

The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

SHOW NOTES

  • Why Nike left Deloitte as an accountant to work in her family office
  • Why Nike create the African Family Firms
  • How success planning is key to long-term success
  • What the NextGen brings to the family office and how to leverage it
  • The importance of including the NextGen in conversations early on
  • Why the current generation must understand the new dimensions of the next generation
  • How the first generation are wealth creators and the next generation is risk-averse
  • Three questions every family office must ask for long-term success
  • Strategies to deal with keeping the family office or selling the business
  • Why empathy is key for success with all family members in the family office
  • The importance of honoring the new ideas of the next generation
  • The power of "why" questions
  • Why a family office must articulate its purpose
  • How philanthropy and impact investing is changing the landscape for family offices
  • The importance of planning life after the family office
  • The role of outside advisors to strengthen a family office
  • Why governance is important for the long-term success of a family office

This podcast is brought to you by Deep Wealth. 

When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself. 

Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.  

Click here to book your free exploratory call.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE

Nike's website

Nike's podcast The Connected Generation 

Simon Sinek's book Start With Why

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.

Successful Entrepreneur And Investor Shane Boudreau On How To Create The Liquidity Event Of Your Dreams

Successful Entrepreneur And Investor Shane Boudreau On How To Create The Liquidity Event Of Your Dreams

May 18, 2021

"When you have faith, mountains get out of your way and it'll be amazing." - Shane Boudreau

Shane Boudreau is an entrepreneur, investor, and corporate dealmaker with decades of experience buying and selling businesses. Shane has enabled hundreds of deals helped to create over $21 billion in market value.

Having started his career in entrepreneurship and consulting, Shane has analyzed thousands of businesses. Shane has taken the skill set, and knowledge advising some of the world's largest corporations and now provides advisory M&A services as well as helping business owners with equity and debt financing.

VestIn Capital Group was started in 2020 to empower entrepreneurs and investors worldwide to realize a life they've always dreamed of and give them the tools to achieve it. 

Entrepreneurs are guided on how to stage their companies for long-term success and maximize ROI. 

Shane applies his experience to vet and stage companies for the highest multiple possible for the perspective sectors.

In addition to providing capital, VestIn capital provides a support structure for its partners for investments that span a wide range of industries and locations. 

VestIn capital provides a support structure to its partners for investments, spanning a wide range of industries and locations. 

VestIn Capital assists both entrepreneurs and investors on businesses up to $25 million in revenues.

The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

SHOW NOTES

  • How Shane created and sold a machine-learning algorithm for analyzing companies
  • Shane discusses his successful liquidity events
  • Why it's important to stage your company in anticipation of a liquidity event
  • How most business owners don't prepare for a liquidity event and lose either the deal or value
  • How the COVID-19 pandemic has changed the business landscape
  • Why a business runs without the owner for the highest enterprise value
  • How business owners have difficulties adjusting as an employee after the liquidity event
  • Why Shane will pay more for a business that runs without its owner
  • The fatal mistake most business owners make when presenting to the future buyer
  • Why business owners must take themselves out of the picture entirely
  • How the proper mindset of the business owner helps increase enterprise value
  • Strategies on getting to know your future buyer to help leverage negotiations
  • Why a sign of desperation by a business owner can destroy enterprise value
  • The importance of taking your emotions out of the liquidity event negotiation
  • Why honest and complete transparency is the best approach, even when discussing failures
  • What you can do to create a presentation that captures the imagination of your future buyer
  • How to create excitement between the business owner and buyer for future endeavors
  • The importance of sharing your ideas with others instead of keeping them to yourself
  • Why faith helps you move mountains

This podcast is brought to you by Deep Wealth. 

When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself. 

Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.  

Click here to book your free exploratory call.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE

Shane Boudreau on LinkedIn

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.

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